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Sponsor portfolio

MCCORMICK, BARSTOW, SHEPPARD, WAYTE & CARRUTH LLP

EIN 94-1262506-law practice-Latest filing 2025
Plans
2
Retirement
1
$114.4M assets
Welfare
1
$1.5M premiums
Participants
471
7647 NORTH FRESNO STREET - FRESNO, CA 93720559-433-1300mccormickbarstow.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
2 filings
#005401k-$114.4M - 283 part#501Mixed-$1.5M - 188 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 188 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Prescription drug$1.4M
  • Other$118K
  • Life$107K
  • Long-term disability$107K
  • Vision$24K
Total $1.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • KAISER FOUNDATION HEALTH PLAN INC79%
  • PROMINENCE HEALTH PLAN12%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
  • VISION SERVICE PLAN2%
  • AFLAC1%
Total $1.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • HUB INTERNATIONAL MIDWEST LIMITED83%
  • BROWN & BROWN INSURANCE SERVICES17%
  • PATRICA LOUISE HOLT0%
  • STONE INSURANCE AGENCY INC0%
  • JOSEPH LINVILLE0%
  • +3 more
Total $87K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#005

MCCORMICK BARSTOW 401(K) RETIREMENT PLAN

401k

Assets$114.4M
Participants283
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MCCORMICK BARSTOW HEALTH AND WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$1.5M
Covered lives188
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
005MCCORMICK BARSTOW 401(K) RETIREMENT PLAN401k$114.4M2832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MCCORMICK BARSTOW HEALTH AND WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$1.5M1882025
Retirement plans
Welfare plans
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